U.S. Communications Stock News

Samsung has started commercial shipments of its next generation HBM4 memory chips to Nvidia. The new HBM4 supply is slated for Nvidia’s upcoming Vera Rubin AI accelerators. This marks a shift in the AI hardware supply chain, affecting memory supplier roles and competition with SK Hynix and Micron. NVIDIA (NasdaqGS:NVDA), currently trading at $190.05, sits at the center of the build out of AI infrastructure, and this new HBM4 supply link with Samsung goes straight to the core of its hardware...

What recent returns suggest about TPG (TPG) TPG (TPG) has seen negative returns across the past week, month and past 3 months, with the stock closing at US$49.67. This may prompt investors to reassess recent performance drivers. See our latest analysis for TPG. That recent drop, including a 6.42% 1 day share price decline and 24.78% 30 day share price decline to US$49.67, contrasts with a 3 year total shareholder return of 60.21%. This suggests longer term holders have still seen gains even...

Scotts Miracle-Gro (SMG) is back in focus after its Miracle-Gro brand rolled out a refreshed indoor product lineup, expanding soils, plant foods and pest solutions tied to growing interest in indoor gardening and self-care. See our latest analysis for Scotts Miracle-Gro. The refreshed Miracle-Gro indoor range lands at a time when Scotts Miracle-Gro’s short term momentum is picking up, with a 30 day share price return of 9.46% and a year to date share price return of 13.07%, set against a 5...

AerCap Holdings reported past full-year 2025 results with revenue of US$8.52 billion and net income of US$3.75 billion, alongside significant share repurchases totaling US$1.15 billion and a quarterly dividend declaration of US$0.40 per share for March 2026. Frontier Group Holdings’ past announcement of an early return of 24 A320neo aircraft and future sale-leaseback deals with AerCap highlights how the lessor is actively reshaping its fleet exposure while maintaining long-term customer...

Wyndham Hotels & Resorts (WH) has been busy on the expansion front, announcing Dolce by Wyndham’s entry into India with Fine Acers and new Ramada properties, including branded residences, in Istanbul, Türkiye. See our latest analysis for Wyndham Hotels & Resorts. These India and Türkiye moves come after a steady 90-day share price return of 9.84% to US$79.50, yet the 1-year total shareholder return of 25.68% decline suggests longer term holders have had a tougher run. This hints that...

Micron Technology (MU) is back in focus after its high bandwidth memory supply for 2026 sold out, production ramped earlier than planned, and analysts highlighted tight AI driven demand and constrained industry capacity. See our latest analysis for Micron Technology. The latest HBM news lands on top of a strong run, with Micron’s 1 day share price return of 9.94% and 30 day return of 18.64% adding to a 73.18% 90 day move. Its 1 year total shareholder return is very large, indicating powerful...

Take-Two Interactive Software (NasdaqGS:TTWO) reported quarterly results that outperformed expectations. Performance was supported by strong contributions from the mobile business and key franchises, including NBA 2K and Grand Theft Auto. The company highlighted AI-driven efficiency programs, a push into direct-to-consumer channels, and continued updates to Grand Theft Auto Online. For you as an investor, NasdaqGS:TTWO sits at the intersection of big console franchises and a fast growing...

The B2C E-Commerce landscape is undergoing significant transformation as it reaches a phase of structural maturity, with growth becoming increasingly transaction-led rather than driven by new user acquisition. This shift is accompanied by a move toward non-cash and instant payment models, particularly in Asia-Pacific, contributing to expanded transaction volumes and revenue. Additionally, the adoption of artificial intelligence in financial services is accelerating, enhancing automation and...

Shareholders will be ecstatic, with their stake up 27% over the past week following Amkor Technology, Inc. 's...

On February 11, 2026, Antero Midstream Corporation reported fourth-quarter 2025 results showing revenue of US$297 million but sharply lower quarterly net income of US$51.93 million, alongside full-year revenue of US$1.19 billion and net income of US$413.16 million. The company also projected 2026 net income of US$485 million to US$535 million and affirmed guidance for US$0.90 per-share dividends, highlighting management’s confidence in future cash generation despite recent quarterly profit...

For investors wondering whether L3Harris Technologies at around US$340 per share represents fair value, a bargain, or something in between, this article is designed to help answer that question using a clear valuation lens. The stock has a 7 day return of 0.4%, a 30 day return reflecting a 0.1% decline, an 11.8% year to date return, and a 72.9% return over 1 year. These figures may prompt many investors to consider whether the recent gains leave room for further upside or instead point to a...

BioDlink has gone live with Veeva Systems' Veeva QMS, a cloud based quality management platform for life sciences companies. The implementation supports BioDlink's move toward digital quality and compliance practices using standardized, cloud infrastructure. The go live underscores broader interest in digital quality operations among large biopharmaceutical clients. For investors watching Veeva Systems (NYSE:VEEV), this client milestone arrives after a stretch of weaker share performance,...

Costco Wholesale has expanded same-day delivery to members in France and Spain through its partnership with Instacart. The company is also tightening membership-only access at its food courts, reinforcing member exclusivity across locations. These moves affect both Costco's international digital reach and how non members interact with its physical warehouses. For investors tracking NasdaqGS:COST, these changes touch both the digital and in store sides of the business. The current share...

Northern Oil and Gas, Inc. recently reported its fourth-quarter 2025 business update, outlining hedging results, new oil and gas hedges for 2026, and an expected non-cash impairment charge of about US$260 million to US$270 million under the full cost pool ceiling test due to lower average oil prices. An interesting element is that this sizable impairment is expected to affect reported earnings without changing cash flows, while the expanded hedge book aims to secure the capital program...

XP (NasdaqGS:XP) has drawn investor interest after recent share price moves, with returns of 19.3% over the past month and 8.7% over the past 3 months focusing attention on its valuation and fundamentals. See our latest analysis for XP. The recent 8.9% 7 day share price return and 25.4% year to date share price return suggest momentum has picked up. At the same time, the 1 year and 3 year total shareholder returns of 42.9% and 43.3% highlight how income and reinvested dividends have...

Jefferies Financial Group (NYSE:JEF) has nominated Yoshihiro Hyakutome of Sumitomo Mitsui Financial Group to its Board of Directors, replacing Toru Nakashima. The move is part of a broader effort to deepen the alliance between Jefferies and SMBC around Japan equities. The companies are working toward a Japan equities joint venture targeted to begin in January 2027. SMBC also plans to increase its economic stake in Jefferies, subject to regulatory approvals. For you as an investor, this...

Arlo Technologies (ARLO) is drawing fresh attention after announcing a partnership with Samsung SmartThings that brings Arlo’s Smart Security Platform and AI-powered object detection into the SmartThings app for U.S. users. See our latest analysis for Arlo Technologies. Despite the SmartThings partnership and recent headlines around insider share sales, Arlo’s short term momentum has cooled, with a 30 day share price return showing a 14.62% decline and a year to date share price return...

CTS (CTS) shares moved after the company posted fourth quarter 2025 results that exceeded market expectations on revenue and profit, paired with above-consensus sales guidance for 2026 and continued progress in diversified end markets. See our latest analysis for CTS. At a share price of US$57.15, CTS has seen a 23.19% 1 month share price return and a 30.33% year to date share price return. Its 1 year total shareholder return of 25.50% and 5 year total shareholder return of 80.71% reflect...

Welltower (NYSE:WELL) has launched a private funds management business as part of a broad shift in its growth model. The company has reworked its incentive structure to align more directly with senior housing growth and operational priorities. Welltower reports nearly US$11b of net investment activity focused on senior housing assets. The company reports double digit growth in revenue, EBITDA, and FFO per share alongside this operations first pivot. For investors, these moves highlight a...

BancFirst (BANF) has drawn investor attention after recent returns showed a mixed picture, with a modest 1 day decline contrasting with gains over the month and past 3 months. This has prompted closer scrutiny of its valuation. See our latest analysis for BancFirst. Looking beyond the latest move, BancFirst’s 1 month share price return of 7.12% and year to date share price return of 9.46% contrast with a flat 1 year total shareholder return and stronger 3 and 5 year total shareholder returns...

Aneel Bhusri has returned as Workday's CEO, following the departure of Carl Eschenbach from both the CEO role and the board. The company is reorienting around artificial intelligence, tying the leadership change to AI focused acquisitions and product development. Workday, listed as NasdaqGS:WDAY, is linking this leadership shift to its next phase of product and technology priorities. For investors watching NasdaqGS:WDAY, this leadership change comes after a challenging share price stretch...

Recently, analysis of Campbell's Co highlighted weakening financial strength, with a GF Score of 66 out of 100, a low interest coverage ratio, and a debt-to-Ebitda level above warning thresholds, all pointing to rising concern about its balance sheet resilience. Compounding these issues, Campbell's one-star predictability rank out of five signals uncertainty around the consistency of its revenue and earnings patterns, which may challenge investor confidence in its longer-term business...

In early February 2026, Veralto reported fourth-quarter and full-year 2025 results showing higher sales and earnings year-on-year, while management acknowledged macroeconomic headwinds and slightly softer revenue versus Wall Street expectations. At the same time, executives highlighted a robust M&A pipeline across Water Quality and PQI and reiterated their disciplined approach to acquisitions and share buybacks as tools to support long-term shareholder value. Next, we will examine how...

If you are wondering whether United Natural Foods at around US$40.09 is offering fair value or a potential bargain, you are in the right place for a clear valuation focused breakdown. The stock has recently posted returns of 3.5% over the last week, 18.8% over the last month, 20.0% year to date and 25.4% over the past year, with a 3 year return of a 5.4% decline and a 5 year return of 47.7%. Recent coverage of United Natural Foods has focused on how the business is positioned within the US...